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| Keyboard |
| Ratson Advisory LLC
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|---|---|
| CRD # | 330091 |
| SEC # | 801-129737 |
| CIK # | |
| AUM | 2,388.4 M (2026-02-05) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 917-325-7440 |
| Address | 40 Wall St New York, NY 10005 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 2.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 27 | 2.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 27 | 2.4 |
| Total | 27 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 0.0 | |
| Total | 27 | 2.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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MO | 2,398.2 M |
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|
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|
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PA | 2,392.7 M |
|
DDD Partners LLC
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|
GF International Investment Management Limited
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|
2,389.9 M | |
|
Swan Global Investments LLC
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|
CO | 2,388.2 M |
|
Parsons Capital Management Inc
✚
|
RI | 2,384.2 M |
|
Castle Rock Advisors LLC
✚
|
MA | 2,383.8 M |